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Registered
Financial Planner (RFP)
Objectives
·
To provide a comprehensive working knowledge in the five main pillars of
financial planning i.e
insurance & risk management, investment, taxation,
retirement and estate planning
· Providing a UNIFORMLY Recognized Financial Planning designation to
financial planners
· Regulating and promoting Financial Planning activities by setting
ethics and practice standards
that benefit Consumers
RFP Designation
·
Candidates must have successfully completed all seven (7) modules of the
RFP programme,
· Submit an application to the Malaysian Financial Planning Council (MFPC)
for conferment of the
status of Registered Financial Planner (RFP) designation, and
· Understand and abide to all rules, regulations and conditions
prescribed by the MFPC
Entry Requirement
·
SPM or its equivalent, with passes in at least 6 subjects including
English and Mathematics
Syllabus
Module
1 Fundamentals of Financial Planning
Module 2 Risk Management & Insurance Planning
Module 3 Investment Planning
Module 4 Tax Planning
Module 5 Estate Planning
Module 6 Retirement Planning
Module 7 Applications in Financial Planning
Method of Study
· By Course & Examination
· By Self Study & Examination
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